See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,807 | $51,315-63.4% | $95,745-80.4% | $71,457-73.7% |
| Participation rate | 100.0% | 63.0%+37.0pp | 72.3%+27.7pp | 67.9%+32.1pp |
| Annual return | 22.17% | 25.26%-3.1pp | 28.35%-6.2pp | 28.85%-6.7pp |
| Employer contribution / active EE | $1,638 | $1,819-9.9% | $2,835-42.2% | $2,588-36.7% |
| Participant deferral / active EE | $1,791 | $3,358-46.7% | $4,245-57.8% | $4,289-58.2% |
| Admin fee / account holder | $681 | $1,137-40.1% | $5,678-88.0% | $1,587-57.1% |